Leave Types

Updated At: 2021-10-19

Only Owners can manage Leave Types.
  • Manage Leave Group : You can manage different types of leaves in groups.
  • Add Leave Type : You can add multiple types of leaves in one group.

  Note

To accrue leaves to employees, see Leave Accrual.
To add leaves to employees, see Add Leave.



Web


① Manage Leave Group

You can create leave groups to manage different types of leaves in groups.
You can check the amount of remaining leaves and used leaves in groups.

STEP 1 ) Go to Manage > Leave Types from the menu in Web Manager Mode. Click Manage Leave Group.


STEP 2 ) You can add new leave groups or edit existing leave groups.
Use Negative Leave Balance Limit feature to limit the use of leaves for ‘Create Leaves Request’.

  • No Limit : Employees can send create leaves request without any limit.
  • 0 day : Employees can send create leaves request up to remaining leave days.
  • e.g. 5 days : Employees can send create leaves request exceeding remaining leaves up to -5 days.




You can also add multiple leave groups at once using Excel.
Click Upload > Leave Group on the page and download the Excel file provided.


Make sure to add leave groups in the correct format and save the file.


Upload the file by clicking on Upload > Leave Group > Import Excel. Values in invalid format will be displayed in red on the upload preview page. Double click and correct the errors to complete the upload.



② Add Leave Types

You can add different types of leave to best reflect your company's leave policy.

STEP 1 ) Go to Manage > Leave Types from the menu, then click on + Add Leave Type.

STEP 2 ) Enter the information below, then click Add button.

Leave Group : Select a group for the leave type. If not, select ‘No Leave Group’.
Name : Enter a unique name.
Team/Location, Position : Select certain teams/locations and positions to allow the leave type only to them.
 e.g ) If ‘Head Office’ is set to be used for this leave type, only employees in ‘Head Office’ can use it when creating a leave request.

Time Option : Select Enforce Time option to set a leave for a partial time of a day. You can enter the start and end time for the leave. Select All day option to set a leave for a whole day.
Paid Hours : Enter paid hours admitted for the leave.
Deduction Amount : Enter the number of days deducted from taking the leave.
Additional : You can select additional features for leaves with All day time option.

  • None : Select for normal types of leave.
  • Vacation : Select for a long time off (e.g. parental leave, vacation).
  • Holiday : Select for a day off (e.g. foundation day or if you want to regard a particular day as ‘holiday’). If employees work on this day, their work will be shown as ‘holiday work’.

Employees can check the memo when creating leaves request.

  Additional Option - Vacation

Multiple leaves with additional - vacation option will be shown as below.
If you delete the leaves, the entire leave schedule will be deleted at once.




You can also add multiple leave types at once using Excel.
Click Upload > Leave Type on the page and download the Excel file provided.


Make sure to add leave types in the correct format and save the file.
- Leave group entered should be already created in Shiftee.


Upload the file by clicking on Upload > Leave Type > Import Excel. Values in invalid format will be displayed in red. Double click and correct the errors to complete the upload.



③ Edit Leave Types


Single Edit

Select the leave type from the list. To save the changes, click on Save Changes button.


Bulk Edit

Select multiple leave types from the list. Click on the Edit Leave Type button to update the selected leave types all at once.



Mobile


Manage Leave Group

STEP 1 ) Go to Leave on the navigation bar and tap on the settings icon.
STEP 2 ) Tap on Groups tab and tap + button.
STEP 3 ) You can add a new leave group in the mobile app as well.



Add Leave Types

STEP 1 ) Go to Leave on the navigation bar and tap on the settings icon.
STEP 2 ) Tap on Leave Type tab and tap + button.
STEP 3 ) You can add a new leave type in the mobile app as well. You can also edit a leave type from the list.

Need more help?

We are happy to help you with any technical support or other inquiries.